Health & Wealth Blog

Online & Social: Younger Consumers Would Pay More for Online Investment and Retirement Advice

By: Quinncee Payne

Many younger consumers are managing their own finances with the assistance of mobile tools and online platforms available to them. And, Greenwald & Associates’ 2018 Online & Social in Financial Decision-Making study shows that, when it comes to more long-range planning and ideas about their entire financial picture, Millennials are interested in information that would Read more…

Work- Life Balance: Do Employees Think They Have It?

By: Lisa Greenwald

Over the last several years, there has been much discussion about work-life balance. Although there does not exist some universal definition of work-life balance, the idea behind the concept is that employees are able to balance the demands of the job with their personal life in a way that ensures a sense of satisfaction or Read more…

Engaging with Millennials to Maintain and Improve their Health

By: Edna Dretzka

Millennials, aged 22-37 in 2017, will overtake Boomers as the largest population in the workforce in 2019.  They are younger, healthier, and have fewer dependents than their Boomer and Gen X predecessors – at least at this stage of their lives.  They are also living in a time of rapidly increasing healthcare costs.  Employers and Read more…

Employer-Sponsored Benefits: What do Employees Value?

By: Lisa Greenwald

In this time of low unemployment, employers struggle with how to attract and retain employees. What attracts employees to companies and what makes them stay? Part of that answer relates to the benefits employers provide. Some employers offer a wide array of benefits from the traditional benefits such as health insurance or retirement plans, to Read more…

2018 RCS: Retiree Confidence in Critical Aspects of Retirement Security Declines, While Workers’ Overall Confidence Creeps Up

By: Lisa Greenwald

WASHINGTON – This year’s Retirement Confidence Survey (RCS) finds only a third of retirees very confident in their ability to live comfortably throughout retirement (32 percent). While this is comparable to last year, retiree confidence in having enough money to cover basic expenses and medical expenses has dropped: 80 percent say they are very/somewhat confident Read more…

New Study Shows Consumers See Higher Value in Guaranteed Lifetime Income Products in 2018 (and Much More!)

By: Doug Kincaid

The perceived value of guaranteed lifetime income in retirement continues to grow, according to the fourth annual Guaranteed Lifetime Income Study from Greenwald & Associates and CANNEX. The study shows that 73% of respondents now consider guaranteed income as a highly-valuable addition to Social Security, compared to 61% a year ago. The study also finds: Read more…

What is Driving Your Success and Client Decisions? Win / Loss Research Fundamentals for Future Growth

By: Jim DiCorpo

While critical for the growth of any business, winning new clients is more than an exercise in closing the deal.  It is also about understanding why the deal was closed and identifying productive tactics and strategies which may be replicable on future similar competitive business interactions.  As well, losing potential clients is an interaction that Read more…

What’s Behind Inconsistency in Survey Responses

By: Edna Dretzka

In a study conducted by Greenwald & Associates, caregivers were asked the amount of care that they provided per week to a loved one.  A larger than expected group of respondents selected “constant care,” or 24-hour caregiving, as their response.  In call-back interviews with several of these respondents, it became clear that the definition of Read more…

It Takes a Village?: A New Model of Caregiving

By: Lisa Weber-Raley

The unpaid family caregiver[i] is one of the most critical assets that our country has to combat the healthcare needs and costs of our aging population. However, it will soon become one of the most endangered, according to an article recently published in the New York Times, “Who Will Care for the Caregiver?” The article, Read more…

Client Experience Program

By: Jim DiCorpo

Each day, your most precious asset, your clients, have experiences with your products, services, relationship teams, and key personnel that can make or break critical business relationships.  Understanding the ongoing health of your client relationships is vital to the sustainability, growth, and profitability of your business.  As you design your “client experience” program, there are Read more…



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